Diversify-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "ASND",
  "PINS",
  "SE",
  "SPSC",
  "HOOD",
  "AZEK",
  "TEM",
  "MC",
  "GLOB",
  "TRU",
  null,
  "POOL",
  null,
  null,
  null,
  "MORN",
  "FTAI",
  "AES",
  "STRL",
  "OLLI",
  "INTA",
  "BEPC",
  "PCG",
  "FTI",
  "SMCI",
  "ARM",
  "SNOW",
  "MU",
  null,
  "ACN",
  "ZS",
  null,
  "PBH",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "APD",
  "VONG",
  "GOOGL",
  "AXP",
  "QQQX",
  "AEG",
  "ARCT",
  "AFRM",
  "AIG",
  "BATRK",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "BDJ",
  "BMA",
  null,
  "WRB",
  null,
  null,
  null,
  "DBEF",
  null,
  "CMI",
  "KFY",
  null,
  "DUK",
  null,
  "ESS",
  "ERJ",
  "SMPL",
  null,
  "EOG",
  "QFIN",
  "TIGR",
  null,
  null,
  null,
  "MMYT",
  null,
  "FCX",
  null,
  null,
  null,
  "GD",
  "AOD",
  "GILD",
  null,
  "GIS",
  null,
  "HON",
  null,
  "HD",
  "BRSP",
  null,
  null,
  "AZN",
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  "SCCO",
  null,
  "ISRG",
  "HEI-A",
  null,
  null,
  "EMXC",
  null,
  null,
  "AMAT",
  null,
  "RIVN",
  "EMR",
  "BCSF",
  "BKNG",
  null,
  null,
  null,
  "ICE",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "HEFA",
  null,
  "NAT",
  "SPXX",
  "IVW",
  "OPBK",
  null,
  "PAM",
  "PCB",
  "IJH",
  null,
  "SHBI",
  null,
  null,
  null,
  null,
  null,
  null,
  "RMT",
  "DIAX",
  null,
  null,
  "KNSL",
  "KMI",
  null,
  "SHOT",
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  null,
  "FNGS",
  null,
  "MPC",
  "SLF",
  "MRVL",
  "SILA",
  "MA",
  null,
  "PODD",
  "UI",
  "MDT",
  "BMI",
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "MS",
  "DXPE",
  "TMUS",
  "DUOL",
  "NDAQ",
  "ELF",
  "EPR",
  "EXC",
  "FICO",
  "GE",
  "HMY",
  "NVS",
  "TEVA",
  "OXY",
  null,
  null,
  null,
  "OMF",
  "ORLY",
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "IRM",
  null,
  null,
  "VGSH",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "KVUE",
  "MAS",
  null,
  null,
  "DGX",
  null,
  "IEFA",
  "SPGI",
  "RELX",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "SRE",
  "ROST",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TSN",
  "UBS",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "UFPT",
  "SM",
  "AGNC",
  "VV",
  "VOE",
  "SCHW",
  "PCT",
  "IVOO",
  "TLN",
  null,
  "VWO",
  null,
  "VSS",
  null,
  null,
  null,
  null,
  "SBAC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "LYG",
  null,
  null,
  "TSCO",
  "GNL",
  "GDDY",
  "IEF",
  null,
  "TSM",
  "IT",
  "OHI",
  null,
  null,
  null,
  null,
  "FSK",
  "VYM",
  "AHR",
  "VRTX",
  "MGC",
  null,
  "EW",
  "TT",
  "VRT",
  "VNET",
  "GGAL",
  "MEDP",
  null,
  "RRC",
  "LECO",
  "PEN",
  null,
  "UGI",
  "ATO",
  "AON",
  "THC",
  "AMCR",
  "STWD",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "FI",
  "NTRA",
  "WSO",
  "F",
  "WEC",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  null,
  null,
  "AEP",
  null,
  null,
  "INSG",
  null,
  null,
  "KC",
  "KT",
  null,
  "IDXX",
  "PJT",
  "RACE",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  "HCA",
  "SBRA",
  "RMBS",
  "SQM",
  "ESGD",
  null,
  null,
  "KD",
  "TPL",
  "HIMS",
  "HDB",
  "OGS",
  null,
  null,
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VMI",
  null,
  "MGK",
  null,
  "VOOV",
  "VXUS",
  "VOOG",
  "VGLT",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VRNA",
  "VTV",
  "V",
  null,
  "VIRT",
  "VST",
  "WMT",
  "WFG",
  "WFC",
  "WMB",
  null,
  null,
  "XEL",
  "WDAY",
  "YPF",
  "IUSG",
  null,
  null,
  "OPFI",
  "GRMN",
  "PTC",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHA",
  "MSCI",
  "NSC",
  "NOK",
  "HST",
  "KDP",
  "SO",
  "TTD",
  "OKTA",
  "PSX",
  "ROL",
  "CRM",
  "TDY",
  "PSO",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "HALO",
  null,
  "MELI",
  "GAP",
  "NVT",
  "SPYV",
  null,
  "EXR",
  null,
  "ESGU",
  null,
  "NTAP",
  "PAYC",
  "STE",
  "KMB",
  "ADP",
  "BAC",
  null,
  "BBVA",
  "BCS",
  null,
  "BRK-B",
  "BJ",
  null,
  null,
  null,
  null,
  "BA",
  "BMY",
  "BLDR",
  "WHD",
  "BWXT",
  "CDNS",
  "CSL",
  "CBRE",
  "CDW",
  "CASY",
  "CNC",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CHH",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
  "CL",
  "COP",
  "CVLT",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CSGP",
  "CRDO",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "CYBR",
  "DHR",
  "DE",
  null,
  "DFAC",
  "DFS",
  "RSP",
  "EFA",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 630
Total Value: 1486340150
Accession Number: 0001085146-25-002578
Form Type: 13F-HR
CIK: diversify-advisory-services
Manager Name: Diversify-Advisory-Services

Data Enrichment

71% identified

445 identified185 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

630 positions • $1,486,340.15K total value

630 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 3 of 32

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46429B267

Shares:282.8K

Value:$6.5M

464285204

Shares:101.3K

Value:$6.3M

922042858

VWO|922042858

Shares:139.4K

Value:$6.3M

COCA COLA CO

KO|191216100

Shares:86.9K

Value:$6.3M

ELI LILLY & Co

LLY|532457108

Shares:7.0K

Value:$6.2M

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:11.5K

Value:$5.9M

464288620

Shares:112.1K

Value:$5.7M

921909768

VXUS|921909768

Shares:83.0K

Value:$5.3M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:121.3K

Value:$5.2M

46432F339

QUAL|46432F339

Shares:30.8K

Value:$5.2M

464288661

Shares:43.0K

Value:$5.1M

78468R606

Shares:212.0K

Value:$5.0M

Walmart Inc.

WMT|931142103

Shares:51.4K

Value:$4.9M

46138J825

Shares:238.1K

Value:$4.9M

Philip Morris International Inc.

PM|718172109

Shares:28.9K

Value:$4.9M

69344A107

Shares:97.3K

Value:$4.8M

09661T206

Shares:51.3K

Value:$4.8M

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:145.0K

Value:$4.7M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:81.0K

Value:$4.6M

78468R663

Shares:50.4K

Value:$4.6M

Instrument	Shares		Other Manager	Value
(cusip46429B267)✕	282.8K	QoQ +23.85% (+54.5K) YoY +67.02% (+113.5K)	All Managers (Combined)	$6.5M	QoQ +28.25% (+$1.4M) YoY +71.10% (+$2.7M)
(cusip464285204)✕	101.3K	QoQ +19.63% (+16.6K) YoY +12.25% (+11.1K)	All Managers (Combined)	$6.3M	QoQ +47.58% (+$2.0M) YoY +65.60% (+$2.5M)
(VWOcusip922042858)	139.4K	QoQ +11.92% (+14.9K) YoY -39.64% (-91.6K)	All Managers (Combined)	$6.3M	QoQ +18.04% (+$961.9K) YoY -35.02% (-$3.4M)
COCA COLA CO(KOcusip191216100)	86.9K	QoQ +9.97% (+7.9K) YoY +31.51% (+20.8K)	All Managers (Combined)	$6.3M	QoQ +30.29% (+$1.5M) YoY +56.80% (+$2.3M)
ELI LILLY & Co(LLYcusip532457108)	7.0K	QoQ +14.99% (+917) YoY +127.31% (+3.9K)	All Managers (Combined)	$6.2M	QoQ +27.26% (+$1.3M) YoY +164.56% (+$3.9M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	11.5K	QoQ +58.73% (+4.2K) YoY +58.29% (+4.2K)	All Managers (Combined)	$5.9M	QoQ +49.28% (+$2.0M) YoY +106.41% (+$3.0M)
(cusip464288620)✕	112.1K	QoQ +27.27% (+24.0K) YoY +67.75% (+45.3K)	All Managers (Combined)	$5.7M	QoQ +30.39% (+$1.3M) YoY +70.35% (+$2.4M)
(VXUScusip921909768)	83.0K	QoQ +22.12% (+15.0K) YoY +63.40% (+32.2K)	All Managers (Combined)	$5.3M	QoQ +34.08% (+$1.3M) YoY +73.55% (+$2.2M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	121.3K	QoQ +10.38% (+11.4K) YoY -26.87% (-44.6K)	All Managers (Combined)	$5.2M	QoQ +25.38% (+$1.1M) YoY -25.71% (-$1.8M)
(QUALcusip46432F339)	30.8K	QoQ -5.86% (-1.9K) YoY +29.34% (+7.0K)	All Managers (Combined)	$5.2M	QoQ -9.84% (-$568.8K) YoY +33.30% (+$1.3M)
(cusip464288661)✕	43.0K	QoQ -2.54% (-1.1K) YoY -2.78% (-1.2K)	All Managers (Combined)	$5.1M	QoQ +1.20% (-$61.3K) YoY +0.72% (-$36.8K)
(cusip78468R606)✕	212.0K	QoQ -91.21% (-2.2M) YoY -70.47% (-506.0K)	All Managers (Combined)	$5.0M	QoQ -91.23% (-$51.6M) YoY -70.29% (-$11.7M)
Walmart Inc.(WMTcusip931142103)	51.4K	QoQ +152.88% (+31.1K) YoY +204.16% (+34.5K)	All Managers (Combined)	$4.9M	QoQ +161.14% (+$3.0M) YoY +386.86% (+$3.9M)
(cusip46138J825)✕	238.1K	QoQ -10.38% (-27.6K) YoY NEW(+238.1K)	All Managers (Combined)	$4.9M	QoQ -10.43% (-$573.4K) YoY NEW(+$4.9M)
Philip Morris International Inc.(PMcusip718172109)	28.9K	QoQ -10.31% (-3.3K) YoY -53.08% (-32.7K)	All Managers (Combined)	$4.9M	QoQ +30.34% (-$1.1M) YoY -12.65% (-$712.8K)
(cusip69344A107)✕	97.3K	QoQ +21.37% (+17.1K) YoY +60.90% (+36.8K)	All Managers (Combined)	$4.8M	QoQ +21.42% (+$852.3K) YoY +61.42% (+$1.8M)
(cusip09661T206)✕	51.3K	QoQ +26.45% (+10.7K) YoY -69.26% (-115.6K)	All Managers (Combined)	$4.8M	QoQ +17.01% (+$698.5K) YoY -70.68% (-$11.6M)
Kyndryl Holdings, Inc.(KDcusip50155Q100)	145.0K	QoQ +0.38% (-554) YoY NEW(+145.0K)	All Managers (Combined)	$4.7M	QoQ -10.81% (-$574.3K) YoY NEW(+$4.7M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	81.0K	QoQ +15.98% (+11.2K) YoY -19.96% (-20.2K)	All Managers (Combined)	$4.6M	QoQ +13.22% (+$542.4K) YoY -8.28% (-$419.8K)
(cusip78468R663)✕	50.4K	QoQ +41.88% (+14.9K) YoY +278.82% (+37.1K)	All Managers (Combined)	$4.6M	QoQ +42.15% (+$1.4M) YoY +280.03% (+$3.4M)